Strategic Planning


  • A Strategic Plan typically involves 1-3 sessions geared towards defining the vision, values and mission of the organization followed by an implementation plan and ongoing implementation support
  • A Practice Assessment involves evaluation of the current and desired states of  the practice, a gap analysis and action plan
  • Succession planning integrates with strategic planning and leadership development to facilitate effective transitions

ROI Projections

  • Decrease unwanted turnover, especially of professional staff
  • Create profitable programs and services thru the planning process
    • Grow via integrated marketing and business development approaches
  • Maintain productivity during times of transition


  • Practice owners
  • Incentivized employees